Client Relationship Associate - Chino, CA

Bank of America•Chino Hills, CA

8d•$29 - $37•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting Small Business Bankers (SBBs) and Enterprise Business Bankers (ESBBs) with the portfolio of assigned clients with annual revenues from $500k to $5 million. Key responsibilities include serving as the primary liaison between the client and the SBB or ESBB, supporting new client on-boarding, and performing Know Your Client (KYC) review and approval. Job expectations include serving as the primary contact for credit and retention partners for credit renewals, modifications, retention, proactive risk detection, and collateral exemptions.

Requirements

Client Experience
Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Oral Communications
Account Management
Collaboration
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Risk Management
High School Diploma / GED / Secondary School or equivalent

Responsibilities

Maintains and develops relationships with clients with the objective of understanding and helping to address their individual investment needs
Supports new client onboarding including profile creation, business profile review, Know Your Client (KYC) completion, and client outreach expected for introduction calls
Assists Small Business Bankers (SBBs) and Enterprise Business Bankers (ESBBs) with uncovering key opportunities such as merchant, treasury card, and non-card lending
Helps drive revenue based on the ability to deliver needs-based solutions to clients
Builds partnerships with internal partners to uncover client needs and solutions in order to grow their business
Conducts client introduction calls and sets up appointments for SBBs, ESBBs, and clients as part of the client onboarding process

Benefits

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

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